Understanding Free vs. Paid Users in Fathom Team Edition

Here’s a breakdown of what free and paid users can do, so you can choose the right setup for your needs:

• Access

  • Can view calls under Team Calls.

  • For their own calls, they have access to the free version of Fathom, which includes:

    • A chronological summary of calls.

    • No Advanced AI Summaries or Action Item Detection.

• Sharing & Upgrades

  • Their calls aren’t shared with the team unless they choose to share them.

  • When a free user shares a call, that call is automatically converted to paid (this can be restricted under Settings).

• Common Use Cases

  • Ideal for managers who:

    • Don’t take many calls or notes.

    • Need to review team calls.

  • Also great for Product teams who want to:

    • View calls.

    • Extract insights about customer interactions.

• Access

  • Full access to:

    • Advanced AI Summaries.

    • Action Item Detection.

    • All 14 summary templates.

  • Their calls are automatically shared to Team View.

• Features for Non-Sharing Users

  • Even if a user doesn’t share calls, marking them as Paid provides access to:

    • Advanced AI Summaries.

    • Action Items.

    • CRM Sync.

    • Zapier Integrations.

    • Other advanced features.

• Automatic Conversion to Paid

  • A user is automatically converted to Paid when they share their first call. This setting can be turned off in your Team Settings.

• Admins

  • All Admins are considered Paid Users.

This setup ensures that every user, whether free or paid, can maximize the value of Fathom Team Edition based on their specific needs!